Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jay Fuentes is a financial advisor with over 28 years of experience in the industry. Michael has been with Wells Fargo Clearing Services, LLC since November 2016. Michael previously held positions at Prudential Securities Incorporated and Salomon Smith Barney Inc. Michael is registered with the state of Florida and Texas, and holds Series 7, 63, and 65 licenses, as well as the SIE exam. Michael specializes in providing investment advice to individuals, families, and businesses. Michael's expertise and dedication to his clients make him a valuable resource for anyone seeking financial guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/27/2019 - Present
Wells Fargo Clearing Services, LLC (FORT LAUDERDALE FL)
NY
10/27/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/23/1995 - 10/27/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
FL
04/13/1994 - 04/12/1995
FIRST MIAMI SECURITIES, INC. (BOCA RATON FL)
IA
Issued 07/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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